2 – How to run your business like a business

3 – Advanced business planning with featured guest: Coach Joe Lukas

4 – Better client communication

5 – Client tax returns: How to read them and help clients optimize tax benefits

6 – Marketing: how to develop your brand with featured guest: Matt Ledoux

Marketing: how to get the most out of COI’s

How to conduct the best prospect meeting where 60-70% of people say, “no”

Surprise guest

Staffing tips and how to get ahead by outsourcing

Family Time: how to get the family on board

Surprise guest